Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| John Hancock Diversified Income Fund | 1,139 | reported | 08 Apr 2025 | tx 1+1,139 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 1,030 | reported | 10 Apr 2025 | tx 1+1,030 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 929 | reported | 08 Apr 2025 | tx 1+929 |
| JOHN HANCOCK INVESTORS TRUST | 875 | reported | 08 Apr 2025 | tx 1+875 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 794 | reported | 08 Apr 2025 | tx 1+794 |
| JOHN HANCOCK PREFERRED INCOME FUND | 726 | reported | 08 Apr 2025 | tx 1+726 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 715 | reported | 08 Apr 2025 | tx 1+715 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 518 | reported | 08 Apr 2025 | tx 1+518 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 378 | reported | 08 Apr 2025 | tx 1+378 |
| JMP GROUP LLC | 0 | reported | 15 Nov 2021 | tx 48+186,763−545,946 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Apr 2025 | PURCHASE | JOHN HANCOCK INCOME SECURITIES TRUST | 1,030 | 10.90 USD | |
| 08 Apr 2025 | PURCHASE | JOHN HANCOCK PREFERRED INCOME FUND II | 715 | 15.39 USD | |
| 08 Apr 2025 | PURCHASE | JOHN HANCOCK PREFERRED INCOME FUND III | 794 | 13.79 USD | |
| 08 Apr 2025 | PURCHASE | JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 518 | 21.30 USD | |
| 08 Apr 2025 | PURCHASE | JOHN HANCOCK INVESTORS TRUST | 875 | 12.57 USD | |
| 08 Apr 2025 | PURCHASE | JOHN HANCOCK PREMIUM DIVIDEND FUND | 929 | 11.85 USD | |
| 08 Apr 2025 | PURCHASE | JOHN HANCOCK PREFERRED INCOME FUND | 726 | 15.16 USD | |
| 08 Apr 2025 | PURCHASE | John Hancock Diversified Income Fund | 1,139 | 9.70 USD | first after silence |
| 08 Apr 2025 | PURCHASE | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 378 | 29.55 USD | |
| 15 Nov 2021 | OTHER | JMP GROUP LLC | 429,058 | 7.50 USD | |
| 15 Nov 2021 | OTHER | JMP GROUP LLC | 5,862 | 0.00 USD | deriv |
| 01 Dec 2020 | EXERCISE | JMP GROUP LLC | 2,240 | 3.09 USD | |
| 01 Dec 2020 | EXERCISE | JMP GROUP LLC | 6,712 | 3.09 USD | |
| 01 Dec 2020 | EXERCISE | JMP GROUP LLC | 5,861 | 0.00 USD | |
| 01 Dec 2020 | EXERCISE | JMP GROUP LLC | 17,562 | 0.00 USD | |
| 01 Dec 2020 | EXERCISE | JMP GROUP LLC | 17,562 | 0.00 USD | deriv |
| 01 Dec 2020 | EXERCISE | JMP GROUP LLC | 5,861 | 0.00 USD | deriv |
| 26 May 2020 | PURCHASE | JMP GROUP LLC | 575 | 2.80 USD | |
| 20 May 2020 | PURCHASE | JMP GROUP LLC | 500 | 2.73 USD | |
| 19 May 2020 | PURCHASE | JMP GROUP LLC | 500 | 2.71 USD | |
| 21 May 2020 | PURCHASE | JMP GROUP LLC | 750 | 2.73 USD | |
| 18 May 2020 | PURCHASE | JMP GROUP LLC | 1,000 | 2.71 USD | |
| 15 May 2020 | PURCHASE | JMP GROUP LLC | 1,500 | 2.66 USD | |
| 14 May 2020 | PURCHASE | JMP GROUP LLC | 1,300 | 2.68 USD | |
| 13 May 2020 | PURCHASE | JMP GROUP LLC | 1,000 | 2.70 USD |
3 purchases reported after at least 12 months of silence — most recent on 08 Apr 2025.